2025-12-26
Bloomberg
36 related
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
2025-12-16
Counterpoint Research
19 related
Global smartphone shipments in 2026 are set to shrink 2.1% due to rising memory costs, led by Chinese OEMs; DRAM prices could further raise costs by 10% to 15%
- Global smartphone shipments in 2026 are expected to shrink 2.1% due to rising memory costs.
2025-12-05
TrendForce
1 related
Sources: Dell alerts customers to 15-20% price hikes as soon as mid-December amid surging DRAM costs; Lenovo says current quotes will expire in January 2026
Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze.
2025-08-05
Nikkei Asia
1 related
DRAM prices remain high after doubling from May 2025 to June 2025, amid speculation that China's CXMT may have halted DDR4 production to focus on DDR5 and HBM
Nikkei Asia :
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